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GWN Securities’s Intuit INTU Stock Holding History

GWN Securities’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$328K Buy
757
+11
+1% +$5.25K 0.06% 339
2025
Q4 		$495K Buy
746
+17
+2% +$11.2K 0.1% 228
2025
Q3 		$499K Sell
729
-41
-5% -$29.6K 0.12% 200
2025
Q2 		$608K Sell
770
-14,167
-95% -$9.59M 0.11% 181
2025
Q1 		$9.72M Buy
14,937
+14,508
+3,382% +$8.71M 0.55% 38
2024
Q4 		$257K Buy
+429
New +$274K 0.07% 278

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GWN Securities's INTU Position: Q1 2026 in Review

GWN Securities increased its Intuit (INTU) stake by 1.5% in Q1 2026, buying an estimated $5.25K and bringing the position to 757 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #339.

GWN Securities first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.72M in Q1 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • GWN Securities held 757 shares of Intuit worth $328K as of Q1 2026.
  • GWN Securities bought 11 Intuit shares in Q1 2026, an estimated $5.25K.
  • Intuit made up 0.06% of GWN Securities's portfolio in Q1 2026, its #339 holding.
  • GWN Securities first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Intuit position peaked at $9.72M in Q1 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.